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Find FCA registered Financial Advisers Near Me in YO21 2


We have found 103 relevant financial adviser firms within 30 miles of YO21 2. Showing page 3 of 7.

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  2. 🏢

    Paul Kerr

    FCA reg no.
    211677
    FCA authorised date:
    15/11/16
    Paul Kerr, an FCA-regulated company in Yarm, North Yorkshire, offers comprehensive financial services including life insurance, investments, and pensions advice. Known for personalized solutions, the firm is trusted for its approachable nature and local presence.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Yarm
  3. 🏢

    Harminder Phull

    FCA reg no.
    612888
    FCA authorised date:
    07/01/14
    Harminder Phull, a FCA-regulated financial advisor in Stockton-on-Tees, specializes in life, investments, and pensions retirement planning, notably final salary pension transfers, ensuring secure financial futures with tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Stockton On Tees
  4. 🏢

    Mercury Wealth Management Limited

    FCA reg no.
    455415
    FCA authorised date:
    02/01/07
    Mercury Wealth Management is a reputable, FCA-regulated financial advisory firm in Thornaby, North Yorkshire. Specializing in personalized financial solutions, they offer investment handling, pension retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Thornaby
  5. 🏢

    SOLUTIONS WEALTH MANAGEMENT LTD

    FCA reg no.
    585549
    FCA authorised date:
    01/11/12
    Solutions Wealth Management Limited is a reputable FCA regulated financial services firm, providing professional life and investment planning, pensions advice, and retirement strategy across Greater Tees Area.
    1. ✔3 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Stockton On Tees
  6. 🏢

    David Kelly Associates

    FCA reg no.
    212026
    FCA authorised date:
    31/05/05
    David Kelly Associates is a trusted, FCA regulated financial planning firm based in Stockton on Tees. They specialise in life and investment planning, pensions, retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧18.5 Miles
    3. 📍Stockton On Tees
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  8. 🏢

    Rachel Storey

    FCA reg no.
    1016479
    FCA authorised date:
    06/01/25
    Rachel Storey is a leading Hartlepool-based firm specialising in tailored financial services such as life insurance, investments, and pensions advice. Committed to clients' financial well-being, they offer comprehensive planning and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
    3. 📍Hartlepool
  9. 🏢

    PSG Wealth Management LTD

    FCA reg no.
    598760
    FCA authorised date:
    05/04/13
    PSG Wealth Management Ltd, an FCA-regulated firm, provides customised financial solutions including insurance, investments, and pensions advice in Stockton upon Tees and other areas.
    1. ✔5 Financial Advisers
    2. 🪧18.6 Miles
    3. 📍Stockton Upon Tees
  10. 🏢

    BJFM Limited

    FCA reg no.
    623940
    FCA authorised date:
    18/07/14
    BJFM Limited, an FCA regulated firm, specializes in comprehensive financial planning, including life investments and pensions retirement advice. Based in Stockton-On-Tees, they offer approachable services for informed financial decision-making.
    1. ✔6 Financial Advisers
    2. 🪧18.6 Miles
    3. 📍Stockton On Tees
  11. 🏢

    Prismatic Wealth Limited

    FCA reg no.
    646626
    FCA authorised date:
    15/09/14
    Prismatic Wealth, an FCA-regulated company in Stockton delivers personalised financial advice across GB. Specialists in insurance and investment strategies, they prioritize your financial health with unparalleled financial solutions.
    1. ✔5 Financial Advisers
    2. 🪧18.7 Miles
    3. 📍Stockton On Tees
  12. 🏢

    Holistic Mortgage & Protection LTD

    FCA reg no.
    844702
    FCA authorised date:
    25/06/19
    Holistic Mortgages, an FCA registered firm based in Stockton on Tees, offers expert financial planning, life, pension and investment advice, emphasized on personalized service across County Durham.
    1. ✔1 Financial Adviser
    2. 🪧18.7 Miles
    3. 📍Stockton On Tees
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  14. 🏢

    Broadgate Wealth Client Servicing LLP

    FCA reg no.
    815602
    FCA authorised date:
    24/07/19
    Based in Billingham, Broadgate Wealth is a FCA regulated financial services firm, specialising in insurance, investment, and pension advice. Renowned for its tailored solutions, it serves families and businesses in Tyne and Tees.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧19 Miles
    4. 📍Billingham
  15. 🏢

    Joslin Rhodes Lifestyle Financial Planning Limited

    FCA reg no.
    484324
    FCA authorised date:
    09/07/08
    Joslin Rhodes is a reputable, FCA-regulated financial planning firm based in Stockton on Tees, offering expert advice on life investments, pensions, and comprehensive financial planning tailored to clients' needs.
    1. ✔8 Financial Advisers
    2. 🪧19 Miles
    3. 📍Stockton On Tees
  16. 🏢

    PLANHAPPY INVESTMENT MANAGEMENT LTD

    FCA reg no.
    833492
    FCA authorised date:
    16/07/19
    Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.
    1. ✔4 Financial Advisers
    2. 🪧19 Miles
    3. 📍Stockton On Tees
  17. 🏢

    Stephen Luwero

    FCA reg no.
    1008403
    FCA authorised date:
    19/01/24
    Stephen Luwero is a FCA-regulated financial firm in Yarm, North Yorkshire, specializing in life and investment planning, pensions advice, and broader financial planning, renowned for their tailored, client-centric solutions.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Yarm
  18. 🏢

    Teesside Financial Management LTD

    FCA reg no.
    625913
    FCA authorised date:
    03/11/14
    Teesside Financial Management Ltd, located in Yarm, offers tailor-made financial advice, including life insurance, investments, and retirement planning. Regulated by the FCA, they provide trustworthy, professional service regionally.
    1. ✔2 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Yarm
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